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401k, 403b plan

JPMorgan Chase 401(k)

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Target Date 2035 FundCU.S. All Cap11fund risk0.29%
Target Date 2040 FundCU.S. All Cap13fund risk0.29%
Target Date 2055 FundCU.S. All Cap14fund risk1.25%
Target Date 2050 FundCU.S. All Cap14fund risk0.29%
Target Date 2045 FundCU.S. All Cap14fund risk0.29%
S&P 500 Index FundCU.S. Large Cap15fund risk0.07%
Small Cap Index FundC+U.S. Small Cap23fund risk0.2%
Small Cap Core FundC+U.S. Small Cap25fund risk0.79%
Target Date Income FundCU.S. All Cap5fund risk0.27%
Target Date 2020 FundCU.S. All Cap6fund risk0.28%
Target Date 2025 FundCU.S. All Cap8fund risk0.29%
Target Date 2030 FundCU.S. All Cap9fund risk0.29%
U.S. Equities - Growth     
Large Cap Growth Index FundC--U.S. Large Cap - Growth20fund risk0.2%
Large Cap Growth FundF--U.S. All Cap - Growth23fund risk0.67%
U.S. Equities - Value     
Large Cap Value Index FundC++U.S. Large Cap - Value15fund risk0.2%
Small Cap Blend FundD++U.S. Mid Cap - Value18fund risk0.79%
S&P MidCap 400 Index FundD++U.S. Mid Cap - Value19fund risk0.14%
Large Cap Value FundD++U.S. Mid Cap - Value22fund risk0.53%
JPMorgan Chase & Co.JPMB++U.S. All Cap - Value28fund risk0%
Global & Intl. Equity     
International Large Cap Index FundB-International Large Cap15fund risk0.34%
International Small Cap Index FundD++International Small Cap15fund risk0.59%
International Large Cap Value FundAInternational Large Cap - Value17fund risk0.84%
Emerging Market Equity Index FundDEmerging Markets19fund risk0.67%
Bonds     
Stable Value FundCU.S. Cash / Money Market0fund risk0%
Short-Term Fixed Income FundC+Bond - Emerging Market1fund risk0.3%
Intermediate Bond FundC-U.S. Treasury - Short / Intermediate1fund risk0.22%
Government Inflation-Protected Bond FundB+U.S. Treasury - TIPS2fund risk0.5%
Core Bond FundB-Bond - Multi Sector3fund risk0.4%
High Yield Bond FundA++Bond - U.S. High Yield3fund risk0.74%
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